IBM is all I have to say, that deal change my whole perspective. I still stand by my comments that we are leaving the PC centric high tech market that we have been in, to one that is center on broadband and on many different devices access for information.. It will be the era of big fat serves, broadband, plus the need for storage is going to be huge.
We came very close to DELL going down more, if today's numbers were not good, we would of dropped, the split, the store, the IBM deal the employment numbers all lined up to save the day. Further more I'm not blind if the story changes so do my investments.
So I took some of my DELL profits reduced margin, since I went heavy into ATHM and AOL at the end of last year, and invested what was left over into EMC and more ATHM, plus a minor investment in RMBS, and BCST....
Greg |
